Special Needs Trusts

There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid.  For example, although Social Security Disability Insurance (SSDI) does not have asset or income requirements, this does not mean...

Can the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that will hold a settlement?...

Here are seven questions to ask before accepting appointment as a trustee of a special needs trust.

Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead to trouble, as a recent Wisconsin case highlights.

The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for the rest of the child’s life. Therefore, it is essential that parents take extra care when planning for...

The Special Needs Trust Fairness Act, federal legislation that would allow people with disabilities to create their own special needs trusts instead of having to rely on others, has cleared a key Senate hurdle.

A recent Massachusetts case illustrates why trustees of special needs trusts have to be very careful before making distributions for people receiving public benefits.

Can a special needs trust pay for utilities?...

Can you prepare a will and special needs trust online without a lawyer?...